Carolina Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$7.33M Sell
2024
Q3
$6.23M Sell
2024
Q2
$5.96M Buy
2024
Q1
$6.65M Sell
2023
Q4
$8.36M Sell
2023
Q3
$6.45M Buy
2023
Q2
$4.99M Buy
2023
Q1
$3.43M Buy